Financial and Investment Analysts
Business, Management and AdministrationO*NET 13-2051.00United States
Conduct quantitative analyses of information involving investment programs or financial data of public or private institutions, including valuation of businesses.
- Median annual earnings
- $102,296
- Projected change
- +9.3%
- Typical education
- Bachelor's degree
- Employment
- 387.28K jobs
50th percentile, United States
2025 to 2035
62.2% of the workforce
Growing to 423.42K by 2035
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The work
What financial and investment analysts do
Tasks reported for this occupation, ordered by how often they come up in the role.
- Advise clients on aspects of capitalization, such as amounts, sources, or timing.
- Analyze financial or operational performance of companies facing financial difficulties to identify or recommend remedies.
- Assess companies as investments for clients by examining company facilities.
- Collaborate on projects with other professionals, such as lawyers, accountants, or public relations experts.
- Collaborate with investment bankers to attract new corporate clients.
- Conduct financial analyses related to investments in green construction or green retrofitting projects.
- Confer with clients to restructure debt, refinance debt, or raise new debt.
- Create client presentations of plan details.
- Determine the prices at which securities should be syndicated and offered to the public.
- Develop and maintain client relationships.
- Draw charts and graphs, using computer spreadsheets, to illustrate technical reports.
- Employ financial models to develop solutions to financial problems or to assess the financial or capital impact of transactions.
- Evaluate and compare the relative quality of various securities in a given industry.
- Evaluate capital needs of clients and assess market conditions to inform structuring of financial packages.
- Inform investment decisions by analyzing financial information to forecast business, industry, or economic conditions.
- Interpret data on price, yield, stability, future investment-risk trends, economic influences, and other factors affecting investment programs.
- Monitor developments in the fields of industrial technology, business, finance, and economic theory.
- Monitor fundamental economic, industrial, and corporate developments by analyzing information from financial publications and services, investment banking firms, government agencies, trade publications, company sources, or personal interviews.
- Perform securities valuation or pricing.
- Prepare all materials for transactions or execution of deals.
- Prepare plans of action for investment, using financial analyses.
- Present oral or written reports on general economic trends, individual corporations, and entire industries.
- Purchase investments for companies in accordance with company policy.
- Recommend investments and investment timing to companies, investment firm staff, or the public.
- Specialize in green financial instruments, such as socially responsible mutual funds or exchange-traded funds (ETF) that are comprised of green companies.
- Supervise, train, or mentor junior team members.
Pay and outlook
What the job pays and where it is heading
Annual earnings range
Reported earnings by percentile, United States
- 10th percentile
- $62,160
- 25th percentile
- $78,125
- 50th percentile
- $102,296
- 75th percentile
- $136,594
- 90th percentile
- $187,413
The gold marker shows the median. Half earn more than $102,296 and half earn less.
Employment outlook
2025 to 2035 projection
+9.3%faster than average
2025387,275 jobs
2035 projected423,421 jobs
36,146 more positions over the decade, before replacement hiring.
Preparation
Education levels
What people currently working in the career hold. These are not entry requirements.
- Bachelor's degree
- 62.2%
- Master's or Professional degree
- 35.4%
- Associate degree
- 2.4%
Skills
Skills employers ask for
Technical skills appearing most often in job postings for this occupation.
How the work gets done
Core competencies
Broad capabilities associated with strong performance in this occupation.
In the market
Job titles and employers
Recent job postings in United StatesCommon job titles
- 01Financial Analysts24,718 postings
- 02Pricing Analysts3,658 postings
- 03Financial Planning and Analysis Analysts3,490 postings
- 04Finance Analysts2,547 postings
- 05Treasury Analysts2,472 postings
- 06Accounting Analysts1,817 postings
- 07Investment Analysts1,149 postings
- 08Pricing Managers1,104 postings
- 09Financial Systems Analysts1,049 postings
- 10Asset Managers1,008 postings
- 11Financial Reporting Analysts964 postings
- 12Commercial Credit Analysts963 postings
- 13Corporate Development Managers943 postings
- 14Investment Banking Analysts926 postings
- 15Financial Planning Analysts859 postings
- 16Business Development Consultants801 postings
- 17Principal Financial Analysts778 postings
- 18Portfolio Analysts750 postings
- 19Store Directors719 postings
- 20Financial Management Analysts638 postings
Top employers
- 01Robert Half3,030 postings
- 02Amazon1,388 postings
- 03Cardinal Health1,294 postings
- 04PricewaterhouseCoopers1,106 postings
- 05JPMorgan Chase969 postings
- 06CVS Health953 postings
- 07Amentum855 postings
- 08Prime Therapeutics834 postings
- 09Lumen Technologies827 postings
- 10Google768 postings
- 11Cherry Bekaert762 postings
- 12Ryder723 postings
- 13KPMG720 postings
- 14Deloitte641 postings
- 15Alvarez & Marsal637 postings
- 16Wells Fargo586 postings
- 17PNC571 postings
- 18Capital One537 postings
- 19Creative Financial Staffing519 postings
- 20Lockheed Martin514 postings
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